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Texas Transaction Coordination Services
from Contract to Close


Freedom Real Estate Services will coordinate your Texas real estate transaction from contract to close.  We’ll keep an eye on all the little details so you can focus on the big picture.  We’ll work with you to set up a custom experience for you and your clients that’s not only consistent and repeatable on every transaction but that grows with your business over time.




  • Introduction email to your client, the co-broke agent, escrow officer, lender, any other necessary parties

  • Email key dates to you and your client after introduction email

  • Email the executed contract to the co-broke agent, title, and lender

  • Track receipt of contract from title

  • Track delivery of earnest money deposit and option fee

  • Track Survey, T-47, Seller Disclosure, and other document due dates

  • Track contract obligations like the Resale Certificate and Subdivision information

  • Track contingency dates and send out 48 hour reminders

  • Weekly updates to all parties after option period

  • Pre-closing utility connect/disconnect reminders

  • Pre-closing reminders to forward mail, cancel monitoring and lawn services

  • Reminders to transfer all smart home access information

  • Periodic relevant email updates to your client when necessary

  • Assist your clients with scheduling closing

  • Assistance completing CDA request

  • Track and organize all transaction documents

  • Provide you with a completed copy of all transaction documents after closing

  • Services will be billed directly to title and payable at closing on the settlement statement or invoiced directly to you for payment

  • If the transaction doesn’t close, our fee is waived

** Texas does not allow dual agency, you only pay for the side you represent. We do not require both sides to use a Transaction Coordinator.



  • Introduction email to your client introducing us as your Listing Coordinator

  • Let your clients know we’ll be following up with them for documents and signatures where necessary

  • Check executed listing agreement for completeness: initials, signatures, complete/correct names, all addenda and disclosures are present

  • Check listing agreement for compliance against your Broker’s requirements (if provided)

  • Schedule photographer, stager, sign & lockbox install

  • Receive and review photographs

  • Upload photos to MLS and add photo descriptions

  • Attach virtual tour links

  • Upload completed broker info sheet, seller’s disclosure, survey, T-47, MUD addendum, POA addendum, list of upgrades, offer instructions, and any other relevant information supplied and approved by agent

  • Send a copy of MLS listing to agent and client for review and approval

  • Enter showing information into ShowingTime

  • Send copies of all completed documents to agent and seller(s)

  • Send out emails to agent and seller(s) once listing is active in MLS

  • Post open house dates

  • Update listing as required/directed by agent

  • Review Zillow photos, price, and public description for discrepancies 2 business days after listing goes active in MLS



  • Check all contract documents for completeness.

  • Check to make sure all contract documents and addenda are present.

  • Notify agent about missing initials/signatures, incomplete blanks on contract documents, and missing addenda.

  • Organize all electronic documents (sort, rename, time/date stamp).

  • Check all contract documents against Broker compliance checklist.

  • Upload documents into broker’s back-office system.

  • Gather earnest money deposit and option fee check image(s).

  • Submit a CDA request to Broker.

  • Check contract documents and CDA against preliminary settlement statement.

  • Deliver completed CDA to title prior to closing.

  • Deliver final copy of all signed documents to Agent and Broker.

  • Gather and file final settlement statement upon successful closing.



Every transaction is a little different but they all share a common theme. The items below are what we consider our baseline and something you should expect from us on every transaction we work together on. If you need to customize beyond this, we can work with you to create a tailor-fit workflow that lines up with how you prefer to do business.

Transaction Coordination Prices
Lising Coordination




Here’s a list of some of the more popular real estate software we’ve worked with to help our clients close their transactions.

  • SkySlope

  • Zipforms

  • Docusign

  • Dotloop

  • Keller Williams Command

  • Backagent

  • Docusign Rooms

  • Folio

  • Realty Back Office

  • Dropbox

  • HelloSign

  • AuthentiSign

  • Google Drive

  • Sierra Interactive

  • ZohoCRM

  • Box

  • Trello

  • Transaction Desk



Interested in taking advantage of our services?  Get in touch and learn more about how we can help you.

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